Basic of User Settings

Basic of User Settings

Purpose:

To Get the User Setup.

Background:

This tool is used to setup the software with all your personal information.

Points to Remember:

Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button.

Steps to Modify a Contact:

  1. Navigate to Main Menu.
  2. Click on User Settings.
  3. Click the Blue Button To Change Password
  4. Enter the following information:

Details Tab:

  • First Name: (Mandatory)
  • Last Name: (Mandatory)
  • Username: (Mandatory)
  • Email: (Mandatory)
  • Phone:
  • Cell:
  • Title:
  • Weather Zip Code:
  • Email Signature:

Preferences Tab:

  • Default Vehicle: Select from Drop-down.
  • Directory Contact Sort Method: Select one.
  • Project Sort Method: Select one.
  • Task Notification Via:
  • Temperature Scale:

Dashboard Widgets:

  • Select the Widgets that you want to be displayed on your Dashboard. Drag & drop to change the display order.

App Menu:

  • Drag the tiles to customize your menu. Use the same feature over & over “ move them to the top. (Note: Changes are per-User and apply to all of your devices. If you do not see your revised menu, log out & back in)

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